See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,202 | $172,111-43.5% | $150,298-35.3% | $137,256-29.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.07% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,670 | $4,636-64.0% | $4,154-59.8% | $4,156-59.8% |
| Participant deferral / active EE | $5,171 | $6,166-16.1% | $5,453-5.2% | $6,407-19.3% |
| Admin fee / account holder | $464 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |